💻️ Nvidia's Valuation and Demand Shift
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product... Read more →
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Open in Telegram 🇹🇼 Taiwan’s Stock Boom Tests Fund Managers
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
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🇺🇸 US Deficit Hits $1.992 Trillion
The US budget deficit reached $1.992 trillion in fiscal 2026, up 12% from $1.775 trillion in 2025. It was the 3rd largest in US history, at about 6.2% of GDP, and... Read more →
The US budget deficit reached $1.992 trillion in fiscal 2026, up 12% from $1.775 trillion in 2025. It was the 3rd largest in US history, at about 6.2% of GDP, and... Read more →
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🚘 Volvo Extends Nvidia Self-Driving Partnership
Volvo Cars expanded its nearly decade-long partnership with Nvidia. Future models will use Nvidia Hyperion sensors and compute, the Alpamayo software... Read more →
Volvo Cars expanded its nearly decade-long partnership with Nvidia. Future models will use Nvidia Hyperion sensors and compute, the Alpamayo software... Read more →
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🚀 AI Servers for Space
Jensen Huang says Nvidia and SpaceX engineers are working on a new type of server for AI data centers in space that could also work on Earth.
He compared Elon to Google because... Read more →
Jensen Huang says Nvidia and SpaceX engineers are working on a new type of server for AI data centers in space that could also work on Earth.
He compared Elon to Google because... Read more →
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📈 ETF Growth Is Moving Into Leverage
Since the S&P 500’s October 2022 low, ETF assets have risen more than 250%. Assets in ETFs using derivatives are up more than 450%. Issuers launched 3,363 new... Read more →
Since the S&P 500’s October 2022 low, ETF assets have risen more than 250%. Assets in ETFs using derivatives are up more than 450%. Issuers launched 3,363 new... Read more →
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🤖 AI Boom Starts Spreading Inflation
Chicago Fed President Austan Goolsbee says the AI boom is becoming an inflation problem. Price pressure is spreading beyond data center components and adjacent... Read more →
Chicago Fed President Austan Goolsbee says the AI boom is becoming an inflation problem. Price pressure is spreading beyond data center components and adjacent... Read more →
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KOSPI fell 8%, triggering a circuit breaker. The Korean Exchange halted stock and program trading for 20 minutes.
The index is down 21% in 7 sessions, wiping out over ₩1,186 trillion ($880 billion).
✔️... Read more →
The index is down 21% in 7 sessions, wiping out over ₩1,186 trillion ($880 billion).
✔️... Read more →
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